of 5— Create a New Project

What you'll accomplish

By the end of this guide, you'll have a Claude Project loaded with your store's policies, templates, and recurring document formats — so every conversation starts from a shared knowledge base and your AI responses are specific to your store's actual situation.

What you'll need

Claude Pro subscription ($20/month — required for Projects)
Key store documents saved as text or PDF: coaching template, weekly report format, PIP template, key corporate policies
30–45 minutes for initial setup
Time needed: 30–45 min setup; saves 5–15 min per session after
Cost: $20/month (Claude Pro)

How-To Guide: Build a Claude Project as Your Store Knowledge Base

Step 1: Create a New Project

In Claude, click Projects in the left sidebar (or the folder icon). Click Create project. Name it "Store Management" or "[Your Store Name] Manager."

What you should see: A project workspace with a chat interface and a "Project knowledge" section on the left sidebar.

Troubleshooting: If you don't see Projects, verify you have Claude Pro — this feature requires it.